Sterling Group Wealth Management
Latest statistics and disclosures from Sterling Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEU, SPHQ, and represent 100.00% of Sterling Group Wealth Management's stock portfolio.
- Reduced shares in these 10 stocks: VEA (-$33M), SPHQ (-$21M), VTV (-$10M), , IXN (-$7.7M), AAPL (-$7.1M), VOO (-$6.9M), , SPSM, EFA.
- Sold out of its positions in ADBE, GOOG, GOOGL, AMZN, AMGN, AAPL, AVY, BAC, BRK.A, BRK.B.
- Sterling Group Wealth Management was a net seller of stock by $-130M.
- Sterling Group Wealth Management has $1.6M in assets under management (AUM), dropping by -98.73%.
- Central Index Key (CIK): 0001852307
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Portfolio Holdings for Sterling Group Wealth Management
Sterling Group Wealth Management holds 3 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 68.3 | $1.1M | -86% | 2.3k | 480.70 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 17.7 | $289k | -61% | 4.9k | 58.65 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 14.0 | $228k | -98% | 3.8k | 60.42 |
|
Past Filings by Sterling Group Wealth Management
SEC 13F filings are viewable for Sterling Group Wealth Management going back to 2022
- Sterling Group Wealth Management 2024 Q1 filed April 16, 2024
- Sterling Group Wealth Management 2023 Q4 filed Jan. 12, 2024
- Sterling Group Wealth Management 2023 Q3 filed Oct. 11, 2023
- Sterling Group Wealth Management 2023 Q2 filed July 7, 2023
- Sterling Group Wealth Management 2023 Q1 filed April 21, 2023
- Sterling Group Wealth Management 2022 Q4 filed Feb. 17, 2023